Projecting a Happy Retirement

By Mark Fissel
Posted on May 25th, 2016

A 2015 study found that 41% of households headed by someone aged 55 to 64 had no retirement savings, and only about a third of […]

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Common Financial Wisdom: Theory vs. Practice

By Mark Fissel
Posted on May 25th, 2016

In the financial world, there are a lot of rules about what you should be doing. In theory, they sound reasonable. But in practice, it […]

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8 Debt Reduction Mistakes Even Smart People Make

By Mark Fissel
Posted on April 29th, 2016

Everyone knows it is a good idea to reduce your debt load. With less debt, you save money on interest charges and reduce your risk […]

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Where Robo Advisers Fail at Financial Planning

By Mark Fissel
Posted on April 27th, 2016

In an effort to provide low-cost, technology-infused financial solutions to the Millennial generation (loosely defined as those born between 1982 and 2004), dozens of new […]

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One in Three Americans Have Nothing Saved for Retirement

By Mark Fissel
Posted on April 27th, 2016

Nothing was more important to Winnie than her young children. The married mother of three took care of their needs but seldom took care of […]

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The DOL’s New Fiduciary Rule

By Mark Fissel
Posted on April 27th, 2016

On April 6, the Department of Labor finalized its long-awaited fiduciary rule for retirement plan investment advice. Under this rule, all financial advisors to retirement […]

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House committee approves resolution to kill DOL fiduciary rule on party-line vote

By Mark Fissel
Posted on April 25th, 2016

A House committee, on April 21st, approved along party lines a resolution that would kill the Labor Department’s recently finalized rule to raise investment advice […]

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Nearing Retirement? Time to Get Focused

By Mark Fissel
Posted on April 25th, 2016

If you’re within 10 years of retirement, you’ve probably spent some time thinking about this major life change. The transition to retirement can seem a […]

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Understanding Stock Market Indexes

By Mark Fissel
Posted on April 25th, 2016

No doubt you’ve seen headlines reporting that a particular stock index is up or down. But do you know what an index is, and how […]

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Planning for Higher Education

By Mark Fissel
Posted on March 31st, 2016

What’s New in the World of Higher Education? If you’re a parent or grandparent of a college student or soon-to-be college student, you might be […]

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